See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,859 | $67,606-32.2% | $82,313-44.3% | $70,131-34.6% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 10.23% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,631 | $1,755-7.1% | $2,428-32.8% | $2,342-30.4% |
| Participant deferral / active EE | $2,839 | $2,987-5.0% | $3,706-23.4% | $3,332-14.8% |
| Admin fee / account holder | $1,318 | $4,512-70.8% | $5,608-76.5% | $4,645-71.6% |